+1,226.5%
WMB vs SPXU
-100.0%
+1,326.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | +0.6% |
| 7D | +0.6% | -0.1% | +0.7% | +0.5% |
| 30D | +3.3% | +0.8% | +2.4% | +3.6% |
| 3M | +3.1% | -4.7% | +7.8% | +1.7% |
| 6M | -0.7% | -29.6% | +28.9% | -11.9% |
| YTD | +25.2% | -29.9% | +55.0% | +11.1% |
| 1Y | +32.9% | -39.1% | +71.9% | +12.6% |
| 3Y | +140.6% | -80.0% | +220.6% | +46.1% |
| 5Y | +273.5% | -86.0% | +359.5% | +127.0% |
| 10Y | +334.2% | -99.5% | +433.7% | -12.2% |
| All | +1,226.5% | -100.0% | +1,326.5% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling